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How often do you reassess your tax planning or insurance policies?

In the fourth and final part of Marc Bautis’ mini-series on year-end financial planning, Marc shares several ways you can reassess your taxes and insurance to maximize your financial potential.

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How often do you reassess your tax planning or insurance policies?

In the fourth and final part of Marc Bautis’ mini-series on year-end financial planning, Marc shares several ways you can reassess your taxes and insurance to maximize your financial potential.